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WBI Investments’s Lamb Weston LW Stock Holding History

WBI Investments’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-10,907
Closed -$633K – 357
2025
Q3 		$633K Sell
10,907
-13,624
-56% -$745K 0.16% 162
2025
Q2 		$1.27M Buy
+24,531
New +$1.31M 0.33% 89
2024
Q2 		– Sell
-10,214
Closed -$1.09M – 208
2024
Q1 		$1.09M Buy
+10,214
New +$1.06M 0.23% 103

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JPM
JANA Partners Management New York $1.9B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

WBI Investments's LW Position: Q4 2025 in Review

WBI Investments sold out of Lamb Weston (LW) in Q4 2025, closing a stake of 10,907 shares — an estimated $633K sold.

WBI Investments first reported a position in LW in Q1 2024 and held it in 3 quarters. The position peaked at $1.27M in Q2 2025. 627 funds tracked by Wall St. Rank hold LW as of Q4 2025.

  • WBI Investments reported no remaining Lamb Weston position as of Q4 2025 after selling out during the quarter.
  • WBI Investments sold 10,907 Lamb Weston shares in Q4 2025, an estimated $633K.
  • WBI Investments first reported a position in Lamb Weston in Q1 2024 and held it in 3 quarters.
  • WBI Investments's Lamb Weston position peaked at $1.27M in Q2 2025.
  • 627 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2025.

Based on WBI Investments's 13F filing for Q4 2025, filed 13 Feb 2026.